-38.0%
VG vs SIRI
+40.9%
-78.9%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.7% | +2.8% | +2.2% |
| 7D | -2.5% | +4.3% | -6.8% | -2.9% |
| 30D | +11.1% | -2.8% | +13.9% | +11.4% |
| 3M | +14.9% | +5.9% | +9.0% | +13.0% |
| 6M | +18.4% | +31.9% | -13.6% | +9.4% |
| YTD | +116.6% | +48.7% | +67.9% | +91.0% |
| 1Y | +9.4% | +23.2% | -13.9% | +3.1% |
| All | -38.0% | +40.9% | -78.9% | -47.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded SIRI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling